Get Application For Annuity - Nestegg Builders

Filling out the Application For Annuity - NestEgg Builders is a straightforward process that can be completed conveniently online. This guide provides step-by-step instructions to help you navigate through the form with ease, ensuring you submit a complete and accurate application.

Follow the steps to successfully complete your online application.

1. Press the ‘Get Form’ button to obtain the form and open it in your online editor.
2. Begin with the 'Annuity' section where you will provide your personal information, including your name, gender, U.S. citizenship status, date of birth, social security number, and contact details.
3. In the 'Owner' section, if the owner is someone other than the annuitant, fill in the relevant information for the owner's identity.
4. If applicable, provide information for a 'Joint Owner,' including their name, relationship to the owner, and relevant contact details.
5. Complete the 'Primary Beneficiary' section. You must include the name, relationship to the annuitant, and other required details for each beneficiary.
6. Specify the 'Name of Annuity Product Applied For' and the 'Type of Annuity' you are applying for, selecting between qualified and non-qualified annuities.
7. Fill out the 'Billing Data' for the annuity, including payment frequency and amount.
8. If applicable, indicate any rider selections you would like to add and allocate your initial premium according to your preferences.
9. Conclude by signing the application. Required signatures include the annuitant, joint annuitant, owner, joint owner, and agent.
10. Once you have filled out all sections thoroughly, save your document. You can choose to download, print, or share the application for submission.

Start filling out the Application For Annuity - NestEgg Builders online now to secure your financial future.